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Contact: Brian East, CFP®Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Use this calculator to estimate how much income and savings you may need in retirement.
How much life insurance would you need to produce a sufficient income stream for your family?